The Big Retirement Myth
Morningstar, Inc. Morningstar, Inc.
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 Published On Sep 14, 2024

#Morningstar  #EdSlott #RetirementInvesting

Tax and IRA expert Ed Slott says it’s a mistake to assume you’ll be in a lower tax bracket in retirement than when you were working.

00:00 Introduction

00:27 Do Taxes Go Down in Retirement?

03:16 Tax-Planning Tips Before You Have to Take RMDs

06:40 How QCDs Can Lower Your IRA Balance

07:23 Should You Consider a Roth Conversion When the Market Is Down?

08:34 Why You Should Contribute to Roth Retirement Accounts When You’re Young



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